Director, Senior Wealth Advisor

First Western • Quinte West, ON

10d • $166,000 - $227,500 • Onsite

About The Position

The Director, Senior Wealth Advisor leads comprehensive wealth management solutions for high-net-worth clients and drives business growth through networking, referrals, and strategic partnerships. The role serves as the primary advisor, creating personalized financial plans that integrate investment management, estate planning, tax strategy, and risk management. It builds trusted relationships by translating complex financial concepts into clear, actionable guidance and maintaining alignment through proactive client reviews.

The position also mentors and develops advisors, strengthens planning capabilities, and helps ensure a consistent, high-quality client experience across the Wealth team. It is an in-office, full-time exempt position based in Cherry Creek, Colorado.

Requirements

• Bachelor’s degree in Business, Finance, or a related field.
• 10–15 years of experience in wealth management, including comprehensive financial planning.
• 5–7 years of management experience.
• CFP certification within 18 months.
• Proven success in business development, prospecting, and relationship growth.
• Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy.
• Strong leadership, coaching, and mentoring capabilities.
• High emotional intelligence, integrity, and professionalism.
• Exceptional communication skills, including the ability to simplify complex financial concepts.
• Deep understanding of financial planning tools, workflows, and client experience design.
• Ability to influence across teams and lead effectively through change.

Nice To Haves

• Master’s degree.

Responsibilities

• Identify and pursue new client opportunities through networking, referrals, and strategic partnerships to grow the wealth advisory business.
• Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive, personalized financial plans.
• Prepare and present proposals that showcase First Western’s fiduciary, planning, and investment capabilities.
• Build long-term client relationships through proactive outreach, regular plan reviews, and clear, simplified communication.
• Partner with product, compliance, and training teams to ensure solutions align with firm standards and best practices.
• Mentor and coach advisors to strengthen planning expertise, client engagement, and overall team performance.

Benefits

• Competitive base salary of $166,000–$227,500 per year, plus strong bonus potential.
• 401(k) plan with employer match.
• Paid parking and transportation benefits.
• Comprehensive health and wellness benefits, including health savings accounts (HSA), flexible spending accounts (FSA), and medical, dental, and vision coverage.
• Generous paid time off and bank holidays.
• Access to training and professional development programs.
• Sponsorship and support for obtaining professional certifications.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior